Anic Equity¶
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Total return since start: 0.6 %¶
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Equity now: -----------------------------> 48872.5 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 42188.9 Kr¶
PnL: ---------------------------------------> -244.38 Kr¶
DD now: ---------------------------------> -7.997 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-03 15:16:53.441454'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.290000 | 1661.760000 | 194.220000 | 13.230000 | 1467.540000 |
| Hoist Finance | 35 | 2.330000 | 1001.000000 | 22.750000 | 2.330000 | 978.250000 |
| BioGaia B | 8 | 1.210000 | 939.200000 | 11.200000 | 1.210000 | 928.000000 |
| Orrön Energy | 180 | 0.400000 | 2048.400000 | 10.800000 | 0.530000 | 2037.600000 |
| HEXPOL B | 9 | -0.260000 | 1026.000000 | 8.100000 | 0.800000 | 1017.900000 |
| Sagax A | 4 | 0.000000 | 860.000000 | 8.000000 | 0.940000 | 852.000000 |
| JM | 6 | 0.900000 | 870.000000 | 7.800000 | 0.900000 | 862.200000 |
| Catena | 2 | 0.960000 | 797.200000 | 7.600000 | 0.960000 | 789.600000 |
| Sagax B | 4 | 0.610000 | 857.200000 | 5.200000 | 0.610000 | 852.000000 |
| Atrium Ljungberg B | 5 | 0.540000 | 938.000000 | 5.000000 | 0.540000 | 933.000000 |
| Platzer Fastigheter Holding B | 12 | 0.380000 | 962.400000 | 3.600000 | 0.380000 | 958.800000 |
| Hexatronic Group | 12 | 0.150000 | 966.000000 | 1.440000 | 0.150000 | 964.560000 |
| ASSA ABLOY B | 3 | 0.000000 | 777.000000 | 0.000000 | 0.000000 | 777.000000 |
| AcadeMedia | 8 | -0.810000 | 399.520000 | -1.680000 | -0.420000 | 401.200000 |
| Clas Ohlson B | 12 | -0.190000 | 969.000000 | -1.800000 | -0.190000 | 970.800000 |
| Bilia A | 8 | -0.530000 | 894.400000 | -3.200000 | -0.360000 | 897.600000 |
| Creaspac SPAC | 39 | -0.210000 | 3705.000000 | -3.900000 | -0.110000 | 3708.900000 |
| Biotage | 7 | -0.600000 | 933.800000 | -5.600000 | -0.600000 | 939.400000 |
| EQT | 4 | -0.820000 | 822.800000 | -6.800000 | -0.820000 | 829.600000 |
| Gränges | 9 | -0.780000 | 918.900000 | -7.200000 | -0.780000 | 926.100000 |
| SKF B | 5 | -0.960000 | 929.000000 | -9.000000 | -0.960000 | 938.000000 |
| Addnode Group B | 11 | -1.020000 | 909.150000 | -9.350000 | -1.020000 | 918.500000 |
| Byggmax Group | 33 | -1.110000 | 943.800000 | -10.560000 | -1.110000 | 954.360000 |
| OX2 | 13 | -1.300000 | 935.350000 | -12.350000 | -1.300000 | 947.700000 |
| Nordic Waterproofing Holding | 7 | -1.890000 | 946.400000 | -18.200000 | -1.890000 | 964.600000 |
| Alimak Group | 11 | -2.260000 | 905.300000 | -20.900000 | -2.260000 | 926.200000 |
| Vitec Software Group B | 2 | -3.230000 | 1049.000000 | -35.000000 | -3.230000 | 1084.000000 |
| Latour B | 4 | -4.120000 | 820.000000 | -35.200000 | -4.120000 | 855.200000 |
| VEF | 909 | -2.310000 | 1809.820000 | -35.450000 | -1.920000 | 1845.270000 |
| Indutrade | 5 | -4.030000 | 1165.500000 | -49.000000 | -4.030000 | 1214.500000 |
| Hexagon B | 26 | -1.430000 | 3402.100000 | -49.400000 | -1.430000 | 3451.500000 |
| Bufab | 3 | -4.770000 | 1053.600000 | -52.800000 | -4.770000 | 1106.400000 |
| INVISIO | 16 | -1.520000 | 3624.000000 | -56.000000 | -1.520000 | 3680.000000 |
| BHG Group | 97 | -7.400000 | 1348.300000 | -106.700000 | -7.330000 | 1455.000000 |
| TOTAL | 42188.900000 | -244.380000 | -7.99665% | 42433.280000 |
Updated:¶
'2023-07-03 15:17:10.065856'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
